The tech giant is restructuring itself into three segments: Envestnet Solutions; Envestnet Data and Analytics; and Envestnet WealthTech.
The blockchain infrastructure company is launching a business aimed at introducing cryptocurrency across a broker-dealer's workforce of financial advisers.
Catch up on the highlights from this week in fintech news.
Australian fintech Lumiant provides a digital client portal and engagement technology for advisers, and RIA Savant will be its first US customer.
For some additional reading material in between cookouts and baseball games this weekend, here are the rest of the week’s adviser fintech headlines.
Vise, a startup that provides advisers with custom indexing and automated portfolio management, is looking to boost growth by partnering with a new RIA aggregator.
Winterberg will serve as vice president of financial planning growth at AdvicePay, the fee-payment-process technology created by XY Planning co-founders Michael Kitces and Alan Moore.
As digital assets sell off, some crypto industry leaders are realizing that government rules aren't such an evil thing after all.
A new study analyzing social media posts from across the financial services industry found that while posts about a firm's or adviser's stance on issues are the most engaging, they account for only 1% of total posts.
A roundup of quick news items for the weekend, along with a bit of commentary from yours truly.
